异动解读｜禾赛-W盘中上涨6.95%，贝莱德增持叠加物理AI概念走强共振催化

行情直击09-04 09:30

9月4日，禾赛-W盘中上涨6.95%，报18.3港元，成交额879.89万港元。

消息面上，多重利好共振推动股价走强。一方面，港交所数据显示，贝莱德（BlackRock）于8月31日增持禾赛629.55万股，每股作价16.32港元，涉资约1.03亿港元，增持后持股比例升至5.51%，释放国际顶级机构对公司长期价值的认可信号。另一方面，港股物理AI概念板块整体走强，禾赛作为激光雷达龙头及具身智能核心标的受资金追捧。此外，禾赛隔夜美股涨超11%，情绪外溢带动港股联动上行。机构维持"强推"评级，给予目标价26.93港元，对应当前股价约52%上行空间，进一步提振市场信心。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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